+14.6%
PGEN vs VT
+57.0%
-42.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.0% |
| 7D | +1.6% | +2.4% | -0.8% | -2.8% |
| 30D | -38.3% | -1.5% | -36.8% | -35.8% |
| 3M | -30.0% | -4.1% | -25.9% | -23.4% |
| 6M | +9.4% | +0.6% | +8.8% | +9.3% |
| YTD | +8.6% | +11.0% | -2.4% | -11.3% |
| 1Y | +17.6% | +13.3% | +4.3% | -8.2% |
| 3Y | +410.1% | +73.4% | +336.7% | +77.3% |
| All | +14.6% | +57.0% | -42.4% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling